Civic Intelligence

Phoenix West Rotary Club

990EZ • Fiscal year 2016 • EIN 86-6052621

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 18, 2016

Organization ProfileN/A
PO Box 35010Phoenix, AZ 85069-5010

(480) 502-2731

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

5th percentile

-71%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-46%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,781

Down $22,033 (-46%) from 2015

Net Assets

Down

$25,781

Down $22,033 (-46%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$31,230

Down $35,318 (-53%) from 2015

Expenses

Up

$53,263

Up $10,668 (+25%) from 2015

Net Income

Down

-$22,033

Down $45,986 (-192%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2015: $47,814Net Assets 2015: $47,8142015Assets 2016: $25,781Net Assets 2016: $25,7812016Assets 2017: $14,001Net Assets 2017: $14,0012017Assets 2018: $14,933Net Assets 2018: $14,9332018Assets 2019: $13,772Net Assets 2019: $13,7722019

Highlighted filing

2016

Assets$25,781
Liabilities-
Net Assets$25,781
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2015: $66,548Expenses 2015: $42,595Net Income 2015: $23,9532015Revenue 2016: $31,230Expenses 2016: $53,263Net Income 2016: -$22,0332016Revenue 2017: $72,910Expenses 2017: $84,690Net Income 2017: -$11,7802017Revenue 2018: $30,186Expenses 2018: $29,254Net Income 2018: $9322018Revenue 2019: $26,810Expenses 2019: $27,971Net Income 2019: -$1,1612019

Highlighted filing

2016

Revenue$31,230
Expenses$53,263
Net Income-$22,033
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$31,230
Mission and Program Overview

Mission

Rotary club. Affiliated with rotary international and district 5490. Weekly meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.

Program Services

DescriptionGrantsExpenses
FUNDS DONATED BY MEMBERS; AND RECEIVED VIA FUNDRAISER PROGRAMS. MONEY USED TO HELP SUPPORT ROTARY RELATED PROJECTS; ROTARY INTERNATIONAL; LOCAL SCHOOL AND SCHOOL DISTRICT.-$26,850
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANGELOVice Preside-$0--
DAVID CAPLANPresidentPT$0--
GUNTHER BAUERTreasurer-$0--
PETER MEHIGIANSecretary-$0--
RUSTY PILEPast Preside-$0--
SANDY PETERSONDirector-$0--
JOHN MCBRIDEDirector-$0--
WILMA BASNETT EMERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix West Rotary Club
EIN
86-6052621
Address
PO BOX 35010, PHOENIX, AZ 85069-5010

Signing Officer

Name
Gunther Bauer
Title
Treasurer
Signed
2016-07-18

Preparer

Firm
Nancy J Teff CPA Pc
Address
1130 E MISSOURI AVE STE 600, PHOENIX, AZ 85014-2714
Preparer
Nancy J Teff CPA Pc
Phone
6022359296
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 2,210 travel 1,300 conferences/meetings 16,999 insurance 45 ri & related programs 12,957 support for school & dist 13,893 telephone 615 fees; misc 909 ri dues 3,662 total 52,590”

Form 990-ez, Part II, Line 24

“Accounts receivable 875 1,368 total 875 1,368”

Form 990-ez, Part III

“Rotary club. Affiliated with rotary international and district 5490. Weekly meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.”

Raw XML Appendix119 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GUNTHER BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER MEHIGIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUSTY PILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANDY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILMA BASNETT EMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0875
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01368
IRS990EZ/OtherExpensesTotalAmt052590
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB. AFFILIATED WITH ROTARY INTERNATIONAL AND DISTRICT 5490. WEEKLY MEETINGS; FUNDRAISER PROJECTS WITH LOCAL 501(C)3; MONEY RAISED USED TO SUPPORT ROTARY FOUNDATION AND OTHER ROTARY RELATED PROGRAMS AND LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt0373
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS DONATED BY MEMBERS; AND RECEIVED VIA FUNDRAISER PROGRAMS. MONEY USED TO HELP SUPPORT ROTARY RELATED PROJECTS; ROTARY INTERNATIONAL; LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026850
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt053263
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IRS990EZ/TotalRevenueAmt031230
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 2,210 TRAVEL 1,300 CONFERENCES/MEETINGS 16,999 INSURANCE 45 RI & RELATED PROGRAMS 12,957 SUPPORT FOR SCHOOL & DIST 13,893 TELEPHONE 615 FEES; MISC 909 RI DUES 3,662 TOTAL 52,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 875 1,368 TOTAL 875 1,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY CLUB. AFFILIATED WITH ROTARY INTERNATIONAL AND DISTRICT 5490. WEEKLY MEETINGS; FUNDRAISER PROJECTS WITH LOCAL 501(C)3; MONEY RAISED USED TO SUPPORT ROTARY FOUNDATION AND OTHER ROTARY RELATED PROGRAMS AND LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850142714
ReturnHeader/PreparerPersonGrp/PhoneNum06022359296
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY J TEFF CPA PC
ReturnHeader/ReturnTs02016-07-19T16:31:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,781
Liabilities
-
Net assets
$25,781
Revenue
$31,230
Expenses
$53,263
Net income
-$22,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$13.8$13.8$26.8$28.0$1.16
2018Detailed filing. Detailed filing data is available for this year.$14.9$14.9$30.2$29.3$0.93
2017Detailed filing. Detailed filing data is available for this year.$14.0$14.0$72.9$84.7$11.8
2016Detailed filing. Detailed filing data is available for this year.$25.8$25.8$31.2$53.3$22.0
2015Detailed filing. Detailed filing data is available for this year.$47.8$47.8$66.5$42.6$24.0